Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans First Trust Exchange-Traded Fund - First Trust Growth Strength ETF comprennent Traction Financial Partners, LLC, BEAM Asset Management, LLC, Oppenheimer & Co Inc, Petix & Botte Co, Daymark Wealth Partners, Llc, Smith, Moore & Co., Stonehaven Wealth & Tax Solutions, Llc, tru Independence LLC, Us Bancorp \de\, CIBC Private Wealth Group, LLC, Parallel Advisors, LLC, et New Millennium Group LLC .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
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Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-01 | 13F | Rossby Financial, LCC | 2 634 | 0,69 | 90 | 15,38 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 336 920 | 0,35 | 11 519 | 15,33 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 10 150 | 347 | ||||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 58 099 | 1 986 | ||||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 1 007 030 | 50,95 | 34 430 | 73,48 | ||||
2025-07-17 | 13F | Barry Investment Advisors, LLC | 17 873 | 0,67 | 611 | 15,72 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 180 025 | 5,10 | 6 155 | 20,80 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 11 134 | 588,13 | 381 | 691,67 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 22 660 | 0,23 | 775 | 15,18 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 52 642 | 2 234,46 | 1 800 | 2 585,07 | ||||
2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 11 445 | 44,13 | 0 | |||||
2025-07-14 | 13F | Iams Wealth Management, Llc | 115 100 | 0,69 | 3 935 | 15,74 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 680 | 23 | ||||||
2025-07-28 | 13F | Harbour Investments, Inc. | 88 749 | 3,03 | 3 034 | 18,42 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 1 238 254 | 9,72 | 42 336 | 26,09 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 10 359 | 6,31 | 354 | 22,49 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 12 574 | 10,55 | 430 | 26,92 | ||||
2025-08-05 | 13F | BEAM Asset Management, LLC | 13 809 | 472 | ||||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 20 184 | 9,40 | 690 | 19,17 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 173 594 | 2,86 | 5 935 | 18,23 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 44 527 | 31,27 | 1 522 | 50,84 | ||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 22 116 | 5,23 | 756 | 20,96 | ||||
2025-08-13 | 13F | Smith, Moore & Co. | 7 627 | 261 | ||||||
2025-07-14 | 13F | Park Avenue Securities Llc | 60 221 | 2 | ||||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 63 792 | 5,90 | 2 181 | 21,71 | ||||
2025-08-04 | 13F | Assetmark, Inc | 408 466 | 13,39 | 13 965 | 30,31 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 1 249 526 | 1,70 | 42 721 | 16,88 | ||||
2025-07-23 | 13F | Morey & Quinn Wealth Partners, LLC | 17 934 | 57,40 | 613 | 81,36 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 9 698 | 10,29 | 344 | 62,56 | ||||
2025-07-15 | 13F | tru Independence LLC | 6 005 | 205 | ||||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 407 | 14 | ||||||
2025-08-14 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 7 272 | 249 | ||||||
2025-07-30 | 13F/A | KPP Advisory Services LLC | 198 514 | 2,43 | 6 787 | 17,73 | ||||
2025-08-13 | 13F | GeoWealth Management, LLC | 11 254 | 10,31 | 385 | 26,73 | ||||
2025-08-01 | 13F | Wealth Watch Advisors, INC | 25 457 | 13,18 | 870 | 30,04 | ||||
2025-07-29 | 13F | ODonnell Financial Services, LLC | 489 668 | 0,73 | 16 742 | 15,77 | ||||
2025-08-04 | 13F | Atria Investments Llc | 101 904 | 3,09 | 3 484 | 18,50 | ||||
2025-08-13 | 13F | Proactive Wealth Strategies LLC | 60 300 | 0,01 | 2 | 100,00 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 23 638 | 0,70 | 808 | 15,76 | ||||
2025-07-15 | 13F | Traction Financial Partners, LLC | 25 645 | 877 | ||||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 20 782 | 113,35 | 711 | 145,67 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 27 105 | 2,59 | 927 | 17,96 | ||||
2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 495 620 | 9,35 | 16 945 | 25,67 | ||||
2025-08-11 | 13F | Independent Advisor Alliance | 401 875 | 69,13 | 13 740 | 94,37 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 14 367 | 82,79 | 491 | 110,73 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 423 428 | 4,74 | 14 477 | 20,37 | ||||
2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 41 600 | 28,86 | 1 422 | 48,13 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 42 656 | 336,69 | 1 458 | 402,76 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 47 156 | 10,45 | 1 612 | 26,93 | ||||
2025-08-13 | 13F | VestGen Advisors, LLC | 93 359 | 35,10 | 3 192 | 55,28 | ||||
2025-08-15 | 13F | Morgan Stanley | 676 790 | 8,14 | 23 139 | 24,28 | ||||
2025-08-06 | 13F | Moors & Cabot, Inc. | 60 058 | 6,35 | 2 053 | 22,28 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 8 634 | 15,35 | 295 | 32,88 | ||||
2025-08-06 | 13F | Legacy Investment Solutions, LLC | 41 600 | 39,14 | 1 422 | 46,45 | ||||
2025-07-15 | 13F | Fifth Third Bancorp | 2 185 | 138,80 | 75 | 174,07 | ||||
2025-08-13 | 13F | StoneX Group Inc. | 20 768 | 6,31 | 710 | 22,20 | ||||
2025-07-14 | 13F | ABLE Financial Group, LLC | 44 929 | 135,43 | 1 536 | 170,90 | ||||
2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 10 570 | 5,08 | 361 | 20,74 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 150 | 20,00 | 5 | 66,67 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 193 833 | 0,90 | 6 627 | 15,98 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 665 133 | 9,38 | 22 663 | 25,28 | ||||
2025-08-12 | 13F | LPL Financial LLC | 5 043 553 | 15,56 | 172 439 | 32,80 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 25 | 1 | ||||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 513 859 | 3,36 | 17 569 | 18,78 | ||||
2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 39 063 | 24,70 | 1 336 | 43,39 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 165 244 | 52,74 | 5 650 | 75,54 | ||||
2025-08-12 | 13F | Northeast Planning Associates, Inc. / Nh / | 89 127 | 4,71 | 3 047 | 20,34 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 554 413 | 18,27 | 18 957 | 35,93 | ||||
2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 33 912 | 13,67 | 1 159 | 30,67 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 196 643 | 14,79 | 6 723 | 31,93 | ||||
2025-07-17 | 13F | Centennial Wealth Advisory LLC | 72 133 | 70,67 | 2 466 | 96,18 | ||||
2025-07-22 | 13F | Ergawealth Advisors, Inc. | 21 893 | 14,77 | 749 | 31,92 | ||||
2025-08-04 | 13F | IFG Advisory, LLC | 56 006 | 16,33 | 1 915 | 33,66 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-14 | 13F | Betterment LLC | 24 040 | 150,91 | 1 | |||||
2025-07-02 | 13F | HBW Advisory Services LLC | 20 583 | 5,10 | 704 | 20,79 | ||||
2025-07-29 | 13F | Private Trust Co Na | 791 | 29,46 | 27 | 50,00 | ||||
2025-07-25 | 13F | Cwm, Llc | 1 288 291 | 3,56 | 44 | 18,92 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3 742 | 128 | ||||||
2025-08-11 | 13F | WPG Advisers, LLC | 13 642 | 23,03 | 466 | 41,64 | ||||
2025-08-08 | 13F | Petix & Botte Co | 8 250 | 282 | ||||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 80 353 | 1 378,16 | 2 747 | 197,29 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 958 178 | 22,54 | 33 | 39,13 | ||||
2025-08-04 | 13F | Daymark Wealth Partners, Llc | 7 924 | 271 | ||||||
2025-08-06 | 13F | New Millennium Group LLC | 0 | 0 | ||||||
2025-08-08 | 13F | Good Life Advisors, LLC | 207 815 | 10,71 | 7 105 | 27,24 |